AP
Alberto Pallotta
Head Of Research at D&D Sa Capital Management
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Work Experience
Head Of Research
Feb 2022 - Present · 2 years and 10 months
Lecturer
Feb 2019 - Present · 5 years and 10 months
Co-Founder
Sep 2018 - Present · 6 years and 3 months
Company Details
When it comes to investment and wealth management there is no “one suits all” approach. Each client has his/her own goals and objectives. D&D SA was established in 2019 to provide worldwide High Net Worth Individuals and Families with tailor-made financial solutions, full transparency and without any conflict of interest. As the world of finance is rapidly and significantly changing, we are here to prepare our clients for the future and ensure their financial stability and multigenerational wealth transmission. Since December 2021 D&D is a portfolio manager authorized by FINMA under Art. 17of the Federal Act on Financial Institution and it is supervised by AOOS. The company is also member of the Swiss Association of Asset Managers ASG, granting higher standards of integrity and professionalism and affiliated to OFS Ombund Finance Suisse.
Year Founded
2019
Social Media
Linkedin
Industry
Financial Services
HQ Location
Via Ferruccio Pelli 1 Lugano, Ticino 6900, CH
Keywords
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